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Migrating Tax Automation Legacy Application To Automate 1040 Process
Tech Stack
.Net MVC
Azure cloud
jQuery
Microsoft SQL Server
Web API
About Client
Leading in 1040 tax automation for CPA firms, the client provides innovative, comprehensive, and productive tax automation solutions that include scan and populate with an optional OCR verification service, outsourcing and a two-time award-winning mobile solution that eliminates the paper organizer. Their solutions are utilized by nearly 20,000 tax professionals at CPA firms large and small, ranging across the spectrum from Big 4 firms to sole practitioners.
About Product
The requirement was of .Net MVC-based application developoment and having the proper workflow that follows the process of income tax filing has. Creating adocument in format Income Tax, CCH third party software in bind with US government, Filling the form sending data to CCH and pulling back etc.
Integration with Trading Tools
Integrating 3rd Party APIs for additional functionalities, complexity was with its compatibility with the existing system.
Understanding each collaboration with the APIs and came up with a robustly integrated module that communicates with 3rd party systems.
Solution
The Challenges
Result
- Importing data correctly
Import PCR data directly into the fire incident report and data directly into the fire officer's report
- Four levels of sign-offs
Reviewer can view workpaper completion based on up to four levels of sign-offs across all file types – PDF, Excel, Word & Email.
- Hyper-linked cross-references:
Cross-references allow Reviewer to drill down from an amount in one work paper to its source in another, regardless of file type – PDF, Excel, Word & Email.
- Tickmarks and annotations
Tickmarks and annotations simplify work paper review by documenting all work completed by the preparer.
Product Screens
Client Testimonials
If any urgent needs arise, I can count on them to take care of things. Their deliverables are reliable thanks to vigorous QA testing. They are communicative, flexible, and willing to evolve to meet changing needs.
